Unit Description

A key component of providing financial planning advice is understanding how to manage client investments.

Become well-versed in the foundational knowledge that underpins best practice client investment management. Form an understanding of the financial concepts and issues that feed into investment management, allowing financial planners to help clients set strategic investment goals and establish comprehensive risk profiles.

Students will learn to analyse financial data and apply investment management strategies in a financial planning context.  This is achieved by developing critical thinking and broad information literacy, then applying investment management strategies to real-world financial planning cases.